Managing Campaigns

The Campaigns Administration page lets you view, create, and edit your campaigns. Create up to five campaigns, or increase this limit by purchasing extra volume packs. Contact your Nexthink representative for more information.

Accessing the Campaigns Administration page

To navigate to the Campaigns Administration page:

• Select Campaigns from the main menu.

• Click on Manage campaigns in the navigation menu.

Consult the table of all available campaigns on the Campaigns Administration page. The table is organized by:

• Name: Edit the campaign by clicking on its name.

• Origin: Campaigns can be Custom, Copied from library or Installed from library.

• Tags: View tags associated with a campaign.

• Status: Campaigns can be in a Draft, Published or Retired state.

• Last published: The date a campaign was last published.

• Triggers: The trigger method can be Manual, Scheduled, Remote Action, API or Workflow.

You can search for a specific campaign by name using the search box at the top right of the table.

Refer to the Creating campaigns documentation for more information about creating custom campaigns and configuring library campaigns.

Built-in campaigns

Campaigns installed from Library

Nexthink offers a set of campaigns you can manually install from the Nexthink Library. Library campaigns are preconfigured and designed to gather user data on issues related to specific use cases and solutions, and can also be used within remote actions or workflows to inform employees and gather their input.

Refer to Nexthink Library documentation for more information.

Campaigns copied from Library

Unlike campaigns installed from Library, you can freely edit and customize campaigns copied from Library to better suit your needs without the need to create one from scratch. Nexthink recommends using Library content as a starting point before attempting to create any custom campaigns.

Custom campaigns

Custom campaigns allow you to ask users specific questions or convey information to them easily. You can also create campaigns to gather inform employees and gather their input within your own custom remote actions or workflows. Refer to Getting started with Campaigns for more information.

Action menu

Hover over a campaign to reveal the action menu on the right side of the row. The action menu is context-sensitive and changes depending on the status of a campaign.

Sharing a campaign

Share a campaign with user profiles and grant them appropriate permissions to View dashboards, Edit or Trigger campaigns. Only users with the Manage all campaigns permission enabled can see the Share option. Refer to the Roles documentation for more information about user permissions.

• Hover over a campaign to reveal the action menu and select Share. The Share campaign modal opens.

• In the Add profile text field, type in the user profiles you wish to share the campaign with.

• From the Select permissions drop-down menu, select the appropriate permissions for the profile. The choices are:

  • View dashboards: Access the campaign dashboards from the navigation panel. The system shows published and retired campaigns.

  • Edit: Edit a campaign.

  • Trigger: Trigger a campaign from the Investigation module if the campaign's trigger has been set to Manual.

• Click Clear all to disable all permissions.

• Click the Grant permissions button to share the campaign.

Tagging a campaign

Tagging allows you to quickly sort and filter the campaigns table. Open the Tags right-side panel to:

• Search for a specific tag at the top of the panel.

• Select one or more tags to filter the campaigns table.

To add one or more tags to a campaign, from the Campaigns > Manage Campaigns page:

1. Hover over a campaign to display the action menu and choose Manage tags.

2. From the Manage tags pop-up you can:

   • Type in a new tag or choose an existing one to add it to the campaign.

   • Open the action menu of a specific tag item to Delete tag or change the tag color.

     • Deleting a tag only removes it from the campaign it is associated with.

3. Alternatively, select multiple campaigns to Manage tags in bulks.

Importing campaigns

To import campaigns—in JSON—from your local device:

1. Click the Import button in the top-right corner of the Campaigns Administration page.

2. Choose or drag multiple JSON files from your hard drive to import them into the system.

All imported items as listed as custom.

Branding your campaigns

Brand your campaigns with a logo and custom colors to make employees comfortable and build their trust when answering campaign questions.

• Click on the action menu at the top right corner of the page.

• Select Manage campaign branding to open the Campaign branding page.

Refer to the Campaigns branding documentation for more information.

RELATED TOPICS

• Getting started with Campaigns

• Creating Campaigns

• Campaigns branding